Latest Posts

A Quick Guide to Planned Giving

by Stacy Brasher on Jun 4, 2020

Almost any large nonprofit organization has a planned giving department that will guide you through the maze of giving options available. While planned giving can be very beneficial – and profitable for organizations, it’s also an effective way for you to realize significant tax benefits, have income provided, and be assured that the organization or charity that you’ve supported for years will continue to be provided for in the future.

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

by Stacy Brasher on May 11, 2020

CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time.